1Month/10 Hour Price:8~~5,000~~

80,000

ERPNext – Customer Relationship Management CRM Course

The ERPNext Customer Relationship Management (CRM) course is designed to provide participants with a comprehensive understanding of how to use the ERPNext platform to manage and enhance customer relationships. This course covers all aspects of CRM, including lead management, sales pipeline tracking, customer support, and analytics.

Key Learnings:

Proficient use of ERPNext for managing customer relationships
Ability to manage leads, opportunities, and sales pipelines efficiently
Skills to handle customer interactions, support tickets, and feedback
Knowledge of email campaigns and marketing automation
Capability to generate insightful CRM reports and analytics

Course Content:

Module1: Introduction to ERPNext and CRM

Overview of ERPNext
Importance of Customer Relationship Management (CRM)
Key features of the ERPNext CRM module

Module2. Getting Started with ERPNext CRM

Installing and setting up ERPNext
Navigating the ERPNext interface
Configuring user roles and permissions for CRM

Module 3. Lead and Opportunity Management

Creating and managing leads
Qualifying leads and converting them to opportunities
Managing sales pipelines
Tracking sales activities and follow-ups

Module4. Customer Management

Adding and managing customer records
Segmenting customers and managing customer groups
Tracking customer interactions and history
Managing customer feedback and support ticket

Module5. Activity Management

Scheduling and managing meetings, calls, and tasks
Linking activities to leads, opportunities, and customers
Setting up reminders and notifications
Tracking activity outcomes and follow-ups

Module6: Customer Support

Managing customer support tickets
Setting up and using helpdesk features
Tracking support ticket status and resolution times
Analyzing support performance and customer satisfaction